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Account View 2.0 Instructions

Account View 2.0 and Mobile App

We are excited to provide you with the ability to get timely and accurate information about your investment account on your schedule and at your fingertips. With the new Account View mobile app and desktop portal, you have secure, convenient, anytime, anywhere online access from any device. You can access the new Account View through the new address,

If you are interested in activating the new Account View 2.0 please send us an email to letting us know you are interested. You will receive an email from directing you to complete the profile activation process.

Install the LPL Account View app from the Apple App Store or Google Play Store.

Account View 2.0 Getting Started Guide - click here

Are you interested in Account View 2.0 and the Mobile App? 

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